CRM

ialonso
Teilnehmer/-in

Create a property like: "Date of Conversion to Evangelist"

lösung

Hello!

I would like to know if it's possible to create a property similar to the ones related to Life Cycle Stage. i.e:

- Date of conversion to Evangelist

- Date of Conversion to Opportunity...

For instance, if I have several YES/NO property that I will manually edit, I would like to have a property that indicates when that edit occured, instead of having to introduce it manually, and ideally export that information to our data warehouse.

Thank you!

Ignacio

1 Akzeptierte Lösung
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Create a property like: "Date of Conversion to Evangelist"

lösung

Hi @ialonso 

 

The only way to do this currently is to create custom date/time properties and set them via workflow when the associated condition is met on the other property. 

 

A workflow can easily be configured to set a date/time property to the current date. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

Lösung in ursprünglichem Beitrag anzeigen

1 Antwort
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Create a property like: "Date of Conversion to Evangelist"

lösung

Hi @ialonso 

 

The only way to do this currently is to create custom date/time properties and set them via workflow when the associated condition is met on the other property. 

 

A workflow can easily be configured to set a date/time property to the current date. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency